Your wealth has a story to tell

Succession planning

We help entrepreneurs optimize and preserve their private wealth while keeping the prosperity of their corporate in mind. Thus, we advise you on passing on your business to the next generation during your lifetime, set up a clear plan for the event of your untimely death or incapacity, or support you in planning the sale of your company. We also include the tax aspects in long-term pension and financial planning and show you different scenarios for a possible succession plan.

Executive pension plans and vested benefits

We offer modern pension solutions in the area of executive pension plans, vested benefits, and pillar 3a, which combine the tax incentives of the Swiss pension world with state-of-the-art investment management. Benefit from the opportunity to invest into modern active investment solutions and at the same time take advantage of the tax privileges of the 2nd and 3rd pillar. In our pension solutions, you retain control over your pension investments at all times and gain full transparency with regard to fees and performance.

Taxes

We offer self-employed individuals and SMEs holistic advisory based on Swiss tax law in the areas of income tax, wealth tax, profit tax, capital tax, gift tax, inheritance tax, and property gains tax. In addition, we assist entrepreneurs in evaluating the tax implications of different succession scenarios or business asset structures.